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| Happy Holidays!! thanks for using AUM13F!! |
| Schwerin Boyle Capital Management Inc
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|---|---|
| CRD # | 105004 |
| SEC # | 801-35156 |
| CIK # | 0000937522, 0000741914 |
| AUM | $1.2 B (2025-04-21) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 413-784-0990 |
| Address | One Monarch Place, Suite 700 Springfield, MA 01144-0700 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Facebook Inc | 67.9 | ||
| Wells Fargo & Co/MN | 60.1 | ||
| American Express Co | 51.6 | ||
| Alphabet Inc | 41.2 | ||
| J P Morgan Chase & Co | 36.1 | ||
| Mastercard Inc | 31.7 | ||
| Accenture PLC | 30.7 | ||
| Gartner Inc | 26.3 | ||
| Carmax Inc | 25.8 | ||
| Acuity Brands Inc | 24.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Double PLAY Partners LP | 2012-03-30 | 323.9 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15 | 3.9 |
| (b) Individuals (high net worth individuals) | 152 | 647.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 414.2 |
| (g) Pension and profit sharing plans | 0 | 19.6 |
| (h) Charitable organizations | 0 | 64.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 41.9 |
| (n) Other | 0 | 0.0 |
| Total | 184 | 1,191.8 |
| By Discretionary | ||
| Discretionary | 184 | 1,191.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 184 | 1,191.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,191.8 | |
| Total | 184 | 1,191.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000937522] |
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